Lori Michelle Hoffman

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2014-08-28
CO	RA	APPROVED	2007-01-25

TX RA
APPROVED_RES

Since 2014-08-28
CO RA
APPROVED

Since 2007-01-25

Branch Locations

107 Moores Canyon Rd Suite 1, Trinidad, CO 81082 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Edward D. Jones & Co., L.P.	Trinidad	CO	05/1991	Present

05/1991 → Present

Edward D. Jones & Co., L.P.

Trinidad, CO

Other Businesses

"pioneer Type: Date: 11/01/04 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: mineral rights City-State: weston CO" Rental property Type of business: office building Trinidad, CO Start date: 5/1/2026 owner Hours per week: 0 Hours during trading: 0 4plex office building still in the building phase. Our Jones office will be occupying one space starting May 1st.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-01-22
S63	Uniform Securities Agent State Law Examination	1991-10-04

S66 Uniform Combined State Law Examination

2007-01-22
S63 Uniform Securities Agent State Law Examination

1991-10-04

View on SEC IAPD